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This CRM Review examines Efficy CRM.
In-Depth CRM Review
Avenue des Pléiades, 11
1200 Woluwé-Saint-Lambert Brussels
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Efficy’s headquarters in Brussels, has offices and partners all over Europe and employs 35 people in development, marketing and engineering. A total of 70 collaborators representing the company in Europe, for more than 1000 customers worldwide and more than 30,000 active users Efficy.
About the Product, Efficy CRM:
Efficy CRM is a web based software package that manages customer relationships. A software package that is easy to use and that allows you to centralize everything. Absolutely everything.
You want the control to manage customer relations the way you want? There’s no doubt about it – Efficy is the most customisable software on the market. With Efficy your business has total efficiency guaranteed.
With Efficy CRM it’s easy to send, receive and manage your e-mails. Likewise, letters, faxes and other important documents can be stored centrally.
PC or Mac? Same difference!
Do you prefer Mozilla Firefox over Internet Explorer? Do you use Outlook or do you swear by Lotus Notes? Whatever you prefer it’s no problem for Efficy. Efficy CRM adapts to your needs.
What’s more, you can organise and stay up to date with all your activities like scheduled appointments (training, installation), incoming and outgoing calls, bid management, etc.
Our CRM, Your Efficiency
A customer has an urgent query? One of your staff is absent? By using Efficy, all of your team members know what’s going on, making it a lot easier for them to speak for their colleagues. Your customers will never again have to wait for a reply.
Everyone feels the benefits: Efficy does not only satisfy your customers but also your employees. Your sales team will get real pleasure from using it: they can select potentially advantageous clients, monitor the selling process and make forecasts. They have a clear overview of how sales are developing and can work quickly and accurately.
A motivated sales team and satisfied customers – a definite recipe for success!
Despite this, what if you have a dissatisfied customer? Once again, Efficy’s help is at hand. Your customer has the option of logging in and connecting to your company’s extranet. The extranet can handle the customer’s complaint and every matter arising from it.
Your customer can immediately see how the matter is being dealt with. They get the answers to their questions and they see that every measure is being taken to find a solution.
Combining rapid data entry with powerful reporting
Efficy enables you to enter all the data specific to your business and to use it with ease.
Planning a meeting and in need of a daily report or the monthly figures?
Nothing could be easier, thanks to Efficy’s integrated reporting module.
Efficy CRM – Sales
Your salespeople benefit from online or offline access to all the information they require concerning their customers and their products. Whether they are in the office, on the road or at home, your sales staff are active.
By handling sales opportunities as well as the tasks, the sales team input new data directly and any call can become an opportunity for business. The result is increased efficiency and an increased turnover.
A 360° overview of your customers
In no time at all you can find and manage every activity and document related to a particular customer. Your teams can quickly enter any new information via telephone without having to write it down and return to the office. Thanks to telephone integration and Outlook Add-in, telephone calls are quicker and e-mails are immediate. A customer on the phone? At a glance, Efficy CRM shows you the current projects, the deals you are able to offer or even the last conversations you had with them.
Managing the entire sales process becomes a lot simpler: leads are transformed into opportunities and arrive automatically at the right salesperson. You can also automate the different stages of the selling process. Your teams have access to the products catalogue and with the use of templates they can make their bids in record time.
Performance Indicators (KPI)
You want to give your business a boost? Make use of Efficy’s performance indicators and motivate your teams to continuously improve. Do you want to reward the best performers? Apply bonus policies related to performance indicators (KPI) and create incentives for excellence and the achievement of goals for everyone in your company.
Efficy CRM – Marketing
Do you need to communicate with your clients? Do you want to generate leads? The Marketing Module is the solution which gives your business true quality of communication.
Need to get in touch with someone urgently? You have a new product, a newsletter or some important advice? Define the audience you are targeting using Efficy CRM’s database queries. In this way, you select your contacts appropriately and with discernment. You then consolidate these groups within your campaign.
Surveys and Results
Using Extranet, you can put registration forms or surveys online and the results can be saved directly into the Efficy CRM database. So you can easily create business opportunities from your campaigns, then calculate the ROI (return on investment) from them.
« Up-to-date » data
There is no such thing as effective marketing without precise and up-to-date data. Using Efficy Extranet, the people you reach can correct their own contact details. You can offer them this possibility every time they communicate with you. In this way, your Efficy CRM database is always correct and effective.
Efficy CRM assists you in organising your events from A to Z. Everything from the invitation to the thank you letters, including registration, confirmations and reminders. You can easily follow your event’s development. Also, by integrating Efficy CRM into an external mailing tool such as Flexmail, you can analyse the effectiveness of your mailing. You will immediately see who has subscribed or cancelled their subscription, who opened a publication or e-mail, who clicked on a link, etc.
For complete pricing details, please contact the company directly.
Rich’s Video Highlights of Efficy CRM:
Rich’s View of Efficy CRM:
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If you are considering this program, you should also look at these other CRM solutions:
- SalesNexus, developer of SalesNexus
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Still have questions about Efficy CRM? Just leave a comment below!